Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
|
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|
2024
Q4 | $58K | Sell |
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|
2024
Q3 | $119K | Hold |
|
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|
2024
Q2 | $95K | Sell |
|
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|
2024
Q1 | $225K | Sell |
|
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|
2023
Q4 | $248K | Buy |
|
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|
2023
Q3 | $226K | Sell |
|
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|
2023
Q2 | $246K | Hold |
|
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|
2023
Q1 | $227K | Buy |
|
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|
2022
Q4 | $215K | Hold |
|
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|
2022
Q3 | $168K | Hold |
|
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|
2022
Q2 | $165K | Buy |
|
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|
2022
Q1 | $113K | Hold |
|
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|
2021
Q4 | $103K | Hold |
|
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|
2021
Q3 | $92K | Hold |
|
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|
2021
Q2 | $94K | Sell |
|
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|
2021
Q1 | $128K | Hold |
|
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|
2020
Q4 | $111K | Hold |
|
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|
2020
Q3 | $91K | Buy |
|